09/09/2024
Tom Zierer recognised as a 2024 eprivateclient NextGen Leader
This recognition follows Tom’s inclusion in the eprivateclient (EPC) Crown Dependencies NextGen Leaders list earlier in the year.
Wealth and Asset Management
09/09/2024
Praxis reports positive results and innovation at the half-year point
The first half of the year saw net revenue increase by 8.9% from £24.8 to £27.0m
09/06/2024
Alpha FMC acquires White Marble and Bankside Financial Solutions consultancies
Alpha Financial Markets Consulting is a global consultancy to the financial services industry
09/06/2024
Zurich Star from Lombard Odier Turns Up at Geneva Private Bank
Thanks to his client portfolio, which focuses on the United Kingdom, he was considered one of the key players at the Zurich branch.
09/06/2024
A Different Kind of Foreign Bank is Coming to Switzerland
Now, the first Swiss wineBANK is opening its doors in Bern, with Zurich and Geneva soon to follow.
09/06/2024
Swiss private banking not ready to roll over just yet
Today the country's sole globally systemic lender faces a substantial increase in regulatory capital requirements, under reforms that the Swiss government is advocating for.
09/06/2024
Zürcher Kantonalbank adopts Avaloq digital asset platform
Avaloq launches its digital asset platform at Zurcher Kantonalbank.
09/06/2024
What are you seeing in the global private wealth industry right now? By Ernesto Mairhofer, Head of Private Wealth and Family Offices of Citco Corporate Solutions
Citco offers a fully comprehensive breadth of services that can be customized to fit individual client needs
09/06/2024
M&G’s wealth business posted £9mn loss ahead of restructure
The assets under administration for the combined wealth and advice business was £21.8bn at the end of June 2024
09/06/2024
Santander “steals” from CaixaBank the architect of its private bank’s success in recent years
The entity chaired by Ana Botín has reorganized the management of the bank in Spain
09/05/2024
SEB to acquire Boye Advisory to strengthen private wealth and family office offering
The transaction will further strengthen SEB’s Private Wealth Management & Family Office division and enhance its offering to this client segment.
09/05/2024
UBS Asset Management completes merger of Credit Suisse Asset Management (Schweiz) AG with UBS Asset Management Switzerland AG
As of 30 August 2024, Credit Suisse Asset Management (Schweiz) AG has been deregistered from the Commercial Register of the Canton of Zurich and has ceased to exist as a separate entity.
09/05/2024
Julius Baer renames subsidiary Kuoni Mueller & Partner to Julius Baer Real Estate Ltd. and acquires all of its shares
At the same time, the Group has bought all outstanding minority shares in the subsidiary, which was acquired in October 2021, and has appointed Thomas Hodel as its new CEO.
09/05/2024
Quilter announces acquisition of NuWealth to enhance digital capabilities
With this acquisition, Quilter aims to evolve NuWealth to work with advisers to help them support clients at the start of their investing journey.
09/05/2024
Coutts Monthly update: Markets restored amid solid company performance
Despite an uncertain start to the month, markets soon recovered and are now looking forward to the first US interest rate cut in four years.
09/05/2024
Howden Switzerland CEO on Growth: «Buying Alone is Not Enough»
While three years have already passed, the firm still faces significant challenges.
09/04/2024
EFG Expresses Interest in Acquiring Banque Havilland Assets
By August 2, the private bank announced that the European Central Bank (ECB) had revoked its banking license in Luxembourg with immediate effect.
09/04/2024
JPMorgan Sets Up Dubai Private Banking Team to Tap Wealth Boom
JPMorgan’s international private bank is larger than any of its US rivals
09/04/2024
Swiss insurers significantly increased their overall result in 2023
The overall result increased by CHF 5.9 billion or 78% compared with the previous year.
09/04/2024
Profit of the Syz banking group fell significantly
Although the company, which also operates in Zurich and Ticino (Lugano, Locarno), does not provide detailed information, it describes the group's net inflows as "positive".